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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$63.7M
2
OPS
Orion Portfolio Solutions
Nebraska
+$44.4M
3
MCC
Money Concepts Capital
Florida
+$19.5M
4
HCM
Hollencrest Capital Management
California
+$18.9M
5
CG
Colony Group
Massachusetts
+$16.3M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$207M
2
AssetMark Inc
AssetMark Inc
California
-$115M
3
Morgan Stanley
Morgan Stanley
New York
-$32.6M
4
Ameriprise
Ameriprise
Minnesota
-$24.3M
5
HNB
Huntington National Bank
Ohio
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
526
Greenhouse Wealth Management
Connecticut
$778K +$1.86K +15 +0.2%
JWBC
527
J.W. Burns & Co
New York
$777K – – –
GTAM
528
Global Trust Asset Management
Florida
$775K +$6.56K +53 +0.9%
TC
529
Telemus Capital
Michigan
$773K +$9.9K +80 +1%
HT
530
HighTower Trust
Texas
$772K – – –
EGA
531
Eagle Global Advisors
Texas
$768K – – –
BDFN
532
Bond & Devick Financial Network
Minnesota
$767K – – –
SFG
533
SevenBridge Financial Group
Pennsylvania
$766K +$742 +6 +0.1%
CWM
534
Calamos Wealth Management
Illinois
$761K – – –
PWP
535
Pursue Wealth Partners
California
$755K -$1.08M -8,700 -59%
KL
536
KWMG LLC
Kansas
$754K -$247 -2 -0%
AP
537
Appleton Partners
Massachusetts
$753K -$27.8K -225 -4%
BWM
538
Benchmark Wealth Management
Connecticut
$750K – – –
CIAS
539
CBIZ Investment Advisory Services
Ohio
$749K +$749K +6,054 New
GIA
540
Guyasuta Investment Advisors
Pennsylvania
$745K – – –
DI
541
DFPG Investments
Utah
$743K +$72.7K +588 +11%
FCFC
542
First Commonwealth Financial Corp
Pennsylvania
$742K – – –
CCG
543
Cypress Capital Group
Florida
$740K -$326K -2,635 -31%
CAC
544
Certified Advisory Corp
Florida
$739K -$1.11K -9 -0.2%
CCB
545
Country Club Bank
Missouri
$739K – – –
HI
546
Harbour Investments
Wisconsin
$739K +$122K +989 +20%
NCM
547
Noesis Capital Mangement
Florida
$734K – – –
DSC
548
Duncker Streett & Co
Missouri
$731K -$132K -1,071 -15%
RWM
549
Revisor Wealth Management
Ohio
$722K +$722K +5,838 New
PCMC
550
Private Capital Management (Colorado)
Colorado
$720K -$73.1K -591 -9%
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